KELLY FINANCIAL GROUP LLC
Q1 2025 13F Holdings
- Locationwethersfield, CT
- Num holdings
80
- Value ($000)
$319,962
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001128066
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BBUS J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $44.13 M | 14 % | 437,361 | ||
BBIN J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $28.73 M | 9 % | 467,165 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $24.53 M | 8 % | 521,507 | ||
LDUR PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $23.84 M | 8 % | 248,400 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $17.36 M | 5 % | 175,498 | ||
JEMA J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | $15.49 M | 5 % | 404,737 | ||
BBIB J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46654Q849 | $14.95 M | 5 % | 151,689 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $14.79 M | 5 % | 40,969 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $13.87 M | 4 % | 269,339 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $11.96 M | 4 % | 211,749 |
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